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JPMorgan Hedged Equity Laddered Overlay ETF
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Overview Fund Activity

320 hedge funds and large institutions have $2.75B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 97 reducing their positions, and 21 closing their positions.

Holders
320
Holders Change
+25
Holders Change %
+8.47%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
97
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$93.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$113M
3
RWP
3
RWA Wealth Partners
Massachusetts
$54.7M
4
LPL Financial
4
LPL Financial
California
$150M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$76.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$157M
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$2.72M
3
VPP
3
Vertex Planning Partners
Illinois
$0
4
MWM
4
Modern Wealth Management
Kansas
$813K
5
UBS Group
5
UBS Group
Switzerland
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$356K 5,691 -25,381 -82%
AWA
252
Alaska Wealth Advisors
Alaska
$341K 5,457 +5,457 New
PPW
253
Pasadena Private Wealth
California
$335K 5,350 +1,600 +43%
CA
254
Clearstead Advisors
Ohio
$326K 5,204 -2,161 -29%
SDWIA
255
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325K 5,187 -200 -4%
AC
256
AlphaCore Capital
California
$318K 5,077 +5,017 +8,362%
OC
257
Oakworth Capital
Alabama
$313K 5,006 -1,332 -21%
FPB
258
First PREMIER Bank
South Dakota
$306K 4,897 +1,897 +63%
WKWM
259
Walter & Keenan Wealth Management
Indiana
$302K 4,830 – –
EFG
260
Ehrlich Financial Group
California
$298K 4,764 +1,012 +27%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$298K 4,754 +4,290 +925%
ICM
262
IMS Capital Management
Oregon
$292K 4,668 +4,668 New
MFG
263
Merit Financial Group
Georgia
$290K 4,628 +4,628 New
LAM
264
Lewis Asset Management
California
$283K 4,518 +4,518 New
RFA
265
Reyes Financial Architecture
California
$277K 4,431 -2,063 -32%
SWP
266
Sagespring Wealth Partners
Tennessee
$272K 4,346 -843 -16%
WC
267
Waterloo Capital
Texas
$261K 4,177 -5,531 -57%
FA
268
Fortis Advisors
Pennsylvania
$257K 4,108 +7 +0.2%
SF
269
Synovus Financial
Georgia
$257K 4,105 +4,105 New
MA
270
Mutual Advisors
Nebraska
$257K 4,047 -17,171 -81%
WA
271
Whipplewood Advisors
Colorado
$253K 4,040 -59,289 -94%
Creative Planning
272
Creative Planning
Kansas
$249K 3,983 -84 -2%
FIM
273
Freedom Investment Management
Connecticut
$244K 3,897 +3,897 New
CIAS
274
Capital Investment Advisory Services
North Carolina
$243K 3,890 +3,890 New
NRC
275
New Republic Capital
North Carolina
$242K 3,870 – –
9 10
11
12 13